Supplement Your Financial Strategy With A Smart, Stable Option: Annuity Care
Move money to benefit you and your clients and make a good thing even better!
Think about your clients with existing annuities. Do they depend on all of their annuities for retirement income? If not, you could reposition a portion or all of an annuity into a different annuity that provides tax-free benefits to pay for long-term care (LTC). It’s as easy as moving their money from tax-deferred to tax-free for LTC — and who doesn’t like the sound of that?
Watch this training video or contact us to learn more. Let's assess your existing annuity business and help your clients have a more efficient strategy!
Find additional assets on the OneAmerica landing page including; core brochures, funding options brochures, and product flyers. Select "Yes, I am a Financial Professional" to access, then scroll to the bottom of the page and choose your state.
